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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,662 | $180,459+3.4% | $154,108+21.1% | $135,380+37.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.67% | 888.21%-889.9pp | 735.21%-736.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $19,374 | $6,035+221.0% | $5,298+265.7% | $4,779+305.4% |
| Participant deferral / active EE | $13,875 | $5,806+139.0% | $5,081+173.1% | $5,609+147.4% |
| Admin fee / account holder | $904 | $16,145-94.4% | $13,411-93.3% | $10,828-91.6% |